# ![@OnlyCFO Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1175187383945351168.png) @OnlyCFO OnlyCFO

OnlyCFO posts on X about ipo, money, software, finance the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1175187383945351168/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1175187383945351168/c:line/m:interactions.svg)

- [--] Week [-------] +898%
- [--] Month [-------] +696%
- [--] Months [---------] +465%
- [--] Year [---------] +66%

### Mentions: [--] [#](/creator/twitter::1175187383945351168/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1175187383945351168/c:line/m:posts_active.svg)

- [--] Months [---] +52%
- [--] Year [---] +3.70%

### Followers: [------] [#](/creator/twitter::1175187383945351168/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1175187383945351168/c:line/m:followers.svg)

- [--] Week [------] +0.33%
- [--] Month [------] +1.60%
- [--] Months [------] +8.60%
- [--] Year [------] +17%

### CreatorRank: [-------] [#](/creator/twitter::1175187383945351168/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1175187383945351168/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #3240 [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [social networks](/list/social-networks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [vc firms](/list/vc-firms)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [celebrities](/list/celebrities) 

**Social topic influence**
[ipo](/topic/ipo), [money](/topic/money), [software](/topic/software), [finance](/topic/finance), [company](/topic/company), [ai](/topic/ai) #1596, [accounting](/topic/accounting) #6, [excel](/topic/excel), [acquisition](/topic/acquisition), [growth](/topic/growth)

**Top accounts mentioned or mentioned by**
[@jasonlk](/creator/undefined) [@kellblog](/creator/undefined) [@turnernovak](/creator/undefined) [@secretcfo](/creator/undefined) [@cailen](/creator/undefined) [@bgurley](/creator/undefined) [@gchase](/creator/undefined) [@jaredsleeper](/creator/undefined) [@cjgustafson222](/creator/undefined) [@buccocapital](/creator/undefined) [@dougboneparth](/creator/undefined) [@jonahlupton](/creator/undefined) [@arnytrezzi](/creator/undefined) [@bmweis](/creator/undefined) [@rayhespen](/creator/undefined) [@deel](/creator/undefined) [@endowmenteddie](/creator/undefined) [@jessetinsley](/creator/undefined) [@iquitsoda](/creator/undefined) [@joshsendstweets](/creator/undefined)

**Top assets mentioned**
[Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [ServiceNow Inc (NOW)](/topic/servicenow) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Klarna Group plc (KLAR)](/topic/klarna) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"During $ZM earnings call an analyst had trouble connecting because he was driving. He eventually got on and asked his question. Before @ericsyuan answered his question he told him how awesome the Zoom-Tesla integration was. Always be selling"  
[X Link](https://x.com/OnlyCFO/status/1660838565889155072)  2023-05-23T02:42Z 25.8K followers, [----] engagements


"My most popular post is still how to read balance sheets for software companies. Lots of people intuitively understand the income statement basics but the balance sheet can be a bit harder https://www.onlycfo.io/p/how-to-read-balance-sheets-software https://www.onlycfo.io/p/how-to-read-balance-sheets-software"  
[X Link](https://x.com/anyuser/status/1672611250365423616)  2023-06-24T14:22Z 31.3K followers, 25.7K engagements


"Lots of employees who have never seen a downturn thinks their company is doing really bad right now. Growth rates are down everywhere. How your company responds will determine if they survive. Slow growth and high burn = death"  
[X Link](https://x.com/OnlyCFO/status/1678054926684155907)  2023-07-11T08:38Z 21.3K followers, 13.1K engagements


"Increasing efficiency is not the same as cost cutting. You can cut costs and become less efficient. This happens when you cut the wrong things and either revenue declines or things take longer (costs go up). Every company has waste but cutting the right things is hard"  
[X Link](https://x.com/OnlyCFO/status/1678771763608682503)  2023-07-11T14:23Z 21.3K followers, [----] engagements


"409As are slowly getting to the right place. Less than 5% of all late-stage 409As declined in Q1 2021but about 45% did so this past quarter"  
[X Link](https://x.com/OnlyCFO/status/1678792215278292993)  2023-07-11T19:32Z 19.7K followers, [----] engagements


"CFOs avoiding requests to join vendor sales calls"  
[X Link](https://x.com/anyuser/status/1680234986526609410)  2023-07-15T15:16Z 31.3K followers, 30.9K engagements


"Anyone seen a Glassdoor rating below 14% Still looks good though with all the green"  
[X Link](https://x.com/OnlyCFO/status/1681366784019165184)  2023-07-19T01:46Z 21.3K followers, 22.4K engagements


"My takeaway from the latest Vendr SaaS trends report: We are moving quickly to very transparent pricing. Lots of tools are capturing pricing data so the discounting games are less meaningful. We still expect discounts though"  
[X Link](https://x.com/OnlyCFO/status/1681687630017368064)  2023-07-20T00:11Z 19K followers, 24K engagements


"Doing something new. Adding templates models workpapers that folks can use -- accounting finance and ops Just added a few for now and will add more each week"  
[X Link](https://x.com/OnlyCFO/status/1681692150864674816)  2023-07-19T17:03Z 21.3K followers, [----] engagements


"Yes meetings are expensive But what about company Slack channels Someone has a thought/question and distracts the entire company (then there are all the replies). Often not relevant to most folks"  
[X Link](https://x.com/OnlyCFO/status/1682771223124799490)  2023-07-22T15:14Z 19K followers, [----] engagements


"ZoomInfo is a unique company because of its bootstrapped founding and how efficient/profitable it has been since the beginning. I doubt most software companies can reach its level of FCF margins But investors still assume that many companies can"  
[X Link](https://x.com/OnlyCFO/status/1686002018564120577)  2023-07-31T18:44Z 19.7K followers, 16.1K engagements


"$ZI discusses how much sales teams have been cut and therefore downgrades to ZoomInfo licenses Not super surprising given the level of layoffs in sales and marketing. Many got locked into 1+ year contracts and are now getting the opportunity to churn since they have cut staff"  
[X Link](https://x.com/OnlyCFO/status/1686114935817003008)  2023-07-31T20:41Z 21.3K followers, 11.6K engagements


"Stock-based compensation (SBC) can be very destructive to shareholder returns. There are two main ways to analyze its impact: [--]. SBC expense on the income statement [--]. Estimated dilution from SBC #1 is frequently used but it can be deceiving. https://www.onlycfo.io/p/lies-of-stock-based-compensation https://www.onlycfo.io/p/lies-of-stock-based-compensation"  
[X Link](https://x.com/OnlyCFO/status/1688967878538883072)  2023-08-08T17:38Z 24.4K followers, 15.2K engagements


"Expensify earnings call Q: Where is the statement reaffirming long-term guidance A: paraphrasing Well.we havent ever hit it since we went public so we removed it"  
[X Link](https://x.com/OnlyCFO/status/1689268507974811649)  2023-08-09T13:32Z 21.3K followers, 34.4K engagements


"Twilio changed AE comp plans to be based on gross profit (revenue - COGS) rather than the traditional way of just revenue More companies should align incentives with margins Or have better discounting controls You can spot the mediocre reps by how frequent/high they discount"  
[X Link](https://x.com/anyuser/status/1689282885876899840)  2023-08-09T14:30Z 31.3K followers, 43.1K engagements


"The cool kids talk about SBC on a Saturday morning Most people are starting to understand that ignoring stock-based comp (SBC) is bad But they still dont actually know how it impacts valuations. Looking at the expense from SBC on the income statement is one way but it is often a bad indicator of what actually matters. This is especially true when there is high stock price volatility like there has been over the last few years. SBC is equity awards provided to employees or others (e.g. board members contractors advisors). These awards are earned (vest) over time. Common types of awards"  
[X Link](https://x.com/OnlyCFO/status/1690346006876217344)  2023-08-12T12:54Z 19K followers, 12K engagements


"Was talking with someone who has been seeing consistent churn in accounts they have significantly expanded in the past High expansion may feel good from the company standpoint but it doesnt to the customer. Hard balance but they better be getting a ton of value"  
[X Link](https://x.com/OnlyCFO/status/1692650101255131479)  2023-08-18T21:30Z 19.9K followers, [----] engagements


"Most companies on the VC track spend very little time thinking about how to build a long-term sustainable business. Instead they focus on the next milestone raising the next round. Mgmt should spend more time understanding the former and that will help drive the latter"  
[X Link](https://x.com/OnlyCFO/status/1693345656927305768)  2023-08-20T19:34Z 21.3K followers, 11.7K engagements


"Rough time for SentinelOne Not a very attractive target imo. Incredible fast declining growth while losing tons of money. And seeking now means its getting worse"  
[X Link](https://x.com/OnlyCFO/status/1693695563068543394)  2023-08-21T18:44Z 19.8K followers, [----] engagements


"Companies may not save a ton of cash outsourcing a lot of jobs as the global comp bands have continue to tighten. Butthey do save a TON on stock comp. Expectations/benchmarks in the US are significantly different than the rest of the world"  
[X Link](https://x.com/OnlyCFO/status/1694046521015288287)  2023-08-22T17:58Z 21.3K followers, [----] engagements


"@jasonlk Think they should have raised less given how efficient they were running and didnt need it"  
[X Link](https://x.com/OnlyCFO/status/1695520638092574753)  2023-08-26T19:36Z 21.3K followers, [---] engagements


"@jasonlk Also I havent seen this at this size before.CEO owns like 8% of shares in unexercised options"  
[X Link](https://x.com/OnlyCFO/status/1695521712530686365)  2023-08-26T19:40Z 19K followers, [----] engagements


"The most important list I have been added to"  
[X Link](https://x.com/OnlyCFO/status/1697256809193734373)  2023-08-31T14:35Z 19.8K followers, [----] engagements


"Funny SentinelOne saying the below about Wiz: Wiz is a nice little startup. We enjoy workingi with them Wiz raised early this year at a $10b valuation while SentinelOne is $4b Wiz is probably catching up quickly in terms of revenue as well"  
[X Link](https://x.com/OnlyCFO/status/1698079288283828707)  2023-09-02T21:03Z 19.7K followers, [----] engagements


"@TurnerNovak At least its not this"  
[X Link](https://x.com/OnlyCFO/status/1699125205069881847)  2023-09-05T18:19Z 21.3K followers, [---] engagements


"Sacks and Lempkin talking about the importance of getting COGS accounting right. And how they frequently question high gross margins at early stage companies Sub $20M ARR companies who haven't gone through an audit frequently have this wrong"  
[X Link](https://x.com/OnlyCFO/status/1699511031939375436)  2023-09-06T19:53Z 19.7K followers, 18.1K engagements


"Looks like mentioning ai [---] times on the earnings call didnt help this time. [--] of those times were references to its own company name (C3.ai) which seems like an excessive amount"  
[X Link](https://x.com/OnlyCFO/status/1699785399458222203)  2023-09-07T14:03Z 21.3K followers, [----] engagements


"Many became obsessed with hyper specialization to increase productivity but at some point it doesnt work for fast growing companies Because accountability becomes too far removed from the end goal. Then everyone focuses on their narrow KPIs and not the ultimate objectives"  
[X Link](https://x.com/OnlyCFO/status/1700886809780371592)  2023-09-10T14:59Z 19.7K followers, [----] engagements


"@polak_jasper @SecretCFO Whoathis is identity theft and copyright infringement. You will be hearing from my lawyers"  
[X Link](https://x.com/OnlyCFO/status/1701679489363964345)  2023-09-12T19:29Z 21.3K followers, [--] engagements


"An SDR of some accounting tool just emailed me and ccd most of the exec team to get a meeting This does not make me want to talk to you It makes me really not like you"  
[X Link](https://x.com/OnlyCFO/status/1701985770771538390)  2023-09-13T15:46Z 19.7K followers, 14.4K engagements


"Doing nothing should be the default. We were fine before. Do we actually need this now"  
[X Link](https://x.com/OnlyCFO/status/1701997321985425628)  2023-09-13T16:32Z 19.8K followers, [----] engagements


"It happens too often where a company reaches a certain size and the assumption is they must buy X tool. We are $15M in ARR so we need NetSuite. Do you though"  
[X Link](https://x.com/OnlyCFO/status/1701997817500467670)  2023-09-13T16:34Z 19.1K followers, [---] engagements


"Also accounting rules recently changed for how deferred revenue gets treated in an acquisition. Old rules required usually large haircuts to deferred revenue that was purchased which means less revenue is recognized from the acquired company for the first couple of years until those contracts ran out. But now no haircut is required"  
[X Link](https://x.com/OnlyCFO/status/1702375020931228013)  2023-09-14T17:33Z 21.3K followers, [---] engagements


"Yeah no more haircut which simplifies a lot of stuff Butit also means companies dont get to show automatic revenue growth from acquired companies The old way created artificial revenue growth from the haircut and as long as they dont churn too many customers revenue can increase significantly"  
[X Link](https://x.com/OnlyCFO/status/1702377632774627492)  2023-09-14T17:43Z 26K followers, [---] engagements


"If you invested evenly in all software IPOs on the day they went public then your average return [--] months after the IPO would be -0.9% If you invested in the tech ETF QQQ over those same periods then your average return would be 6.7%"  
[X Link](https://x.com/OnlyCFO/status/1703063559633281276)  2023-09-16T15:09Z 21.3K followers, [--] engagements


"What revenue growth with no profits looks like"  
[X Link](https://x.com/OnlyCFO/status/1703755473768575209)  2023-09-18T12:58Z 21.3K followers, [----] engagements


"Instacart IPO pop of 35% at open Will be interesting to watch what happens"  
[X Link](https://x.com/OnlyCFO/status/1704178657894486273)  2023-09-19T17:00Z 21.3K followers, [----] engagements


"Some of the worst performing software companies look really bad when also adjusted for market returns over the same time period To win big you have to be in the handful of companies that have been super successful Otherwise the broader market is probably a better bet"  
[X Link](https://x.com/OnlyCFO/status/1704543957081014311)  2023-09-20T17:12Z 21.3K followers, [----] engagements


"Instacart now at issue price being propped up and Klaviyo dropping quickly We tried folks Maybe another time"  
[X Link](https://x.com/OnlyCFO/status/1704581006035206189)  2023-09-20T19:39Z 19.7K followers, [----] engagements


"Breaking News: Cisco renews annual Splunk subscription Cisco buying Splunk for $28 billion in cash. Cisco buying Splunk for $28 billion in cash"  
[X Link](https://x.com/anyuser/status/1704832002493763818)  2023-09-21T12:16Z 31.3K followers, 12.4K engagements


"The renewal price uplifts are getting crazy out there Everyone trying to live off expansion revenue"  
[X Link](https://x.com/OnlyCFO/status/1704833403257057750)  2023-09-21T12:22Z 21.3K followers, [---] engagements


"If you are going to do insider trading then maybe make it a little less obvious Bought huge amount of calls yesterday that expire today"  
[X Link](https://x.com/OnlyCFO/status/1704882612609900848)  2023-09-21T15:37Z 21.3K followers, 10.4K engagements


"Sales qualifying deals in [----] Well take anyone who might pay us"  
[X Link](https://x.com/OnlyCFO/status/1705937366274449509)  2023-09-24T13:28Z 25.9K followers, [----] engagements


"T2D3 Excel-induced hallucinations is killing many software companies. Try to force it and you likely become unfundable because of how inefficiently you grow"  
[X Link](https://x.com/OnlyCFO/status/1706670415131853134)  2023-09-26T14:01Z 26K followers, [----] engagements


"@itsparaj Exactly"  
[X Link](https://x.com/OnlyCFO/status/1706678103077204415)  2023-09-26T14:32Z 26K followers, [---] engagements


"Crazy to see this breakdown of the typical software company employee"  
[X Link](https://x.com/OnlyCFO/status/1708123007607357628)  2023-09-30T14:13Z 21.3K followers, [----] engagements


"The best part of this graph is the number of emails and DMs I got asking if it was real or a joke. Must be somewhat close to reality 🤣"  
[X Link](https://x.com/OnlyCFO/status/1708464604232483190)  2023-10-01T12:51Z 19.7K followers, 11K engagements


"See that revenue growth rate They burned 3x the cash to get it They are so dead"  
[X Link](https://x.com/OnlyCFO/status/1709213380500955400)  2023-10-03T14:26Z 19.1K followers, [----] engagements


"Funny how many tech companies are being held hostage by employees. They are still drunk on ZIRP era rules The demand list is long: -Promotions every year -Regular non-merit based raises -Talk about culture and political correctness more than actual work -Refuse to work in an office [---] hour work week tops -Must make us feel special"  
[X Link](https://x.com/anyuser/status/1709562739432272360)  2023-10-04T13:34Z 31.3K followers, 55.6K engagements


"@iquitsoda Somewhat different. Expectation of raises and salary increases every year is bad regardless"  
[X Link](https://x.com/OnlyCFO/status/1709575940014211462)  2023-10-04T14:27Z 19.7K followers, [----] engagements


"Part of the CFO role is making sure you dont do stupid stuff with the money. Lots of startups run by [--] year olds do stupid stuff when a VC hands them a bag of money"  
[X Link](https://x.com/OnlyCFO/status/1710030169958932881)  2023-10-05T20:32Z 19.7K followers, 11.7K engagements


"What metrics do investors care about when evaluating your startup"  
[X Link](https://x.com/OnlyCFO/status/1711768923950248380)  2023-10-10T15:41Z 19.7K followers, [----] engagements


"One good thing about a lot of the overfunded/overvalued companies facing an existential threat is they are actually taking risks again. Their backs are against a wall and if they dont do something they are dead Too many got comfortable and just did what everyone else was doing"  
[X Link](https://x.com/OnlyCFO/status/1712098799550976075)  2023-10-11T13:32Z 21.3K followers, [----] engagements


"The majority of [----] unicorns would be thrilled to exit at 67% their prior valuation"  
[X Link](https://x.com/anyuser/status/1712457433459949614)  2023-10-12T13:17Z 31.3K followers, 19K engagements


"Lots of burnt out founder/CEO are realizing the next round will be really hard (if at all) So they are looking to see what their M&A options are It may feel good to get a call from a corp dev team but it usually leads to nothing Dont let them waste too much of your time"  
[X Link](https://x.com/OnlyCFO/status/1712823964790390863)  2023-10-13T13:33Z 21.3K followers, [----] engagements


"Try and find out quickly if its a relationship worth building. Sometimes they are But often they just want intel and dont have anything better to do"  
[X Link](https://x.com/OnlyCFO/status/1712824224291934429)  2023-10-13T13:34Z 19.7K followers, [----] engagements


"Some people take B2B software too seriously We are just helping other businesses sell to other business to sell to other business so that at the end of the day we can sit at home and watch Netflix"  
[X Link](https://x.com/anyuser/status/1712841497064747495)  2023-10-13T14:43Z 31.3K followers, 27.2K engagements


"Instead of losing 34% ($43m) the most recent investors of Loom got their investment back. Meanwhile the last Instacart investors have lost 80% ($209m). The difference is how they exited. IPO wipes the VC liquidation preference while an acquisition keeps it. Loom Series C investors should be happy with a 1x return given the environment"  
[X Link](https://x.com/anyuser/status/1713593768996462650)  2023-10-15T16:32Z 31.3K followers, 49.2K engagements


"@devahaz For sure. Ratchets and other stuff became very uncommon tho during the boom times so for many companies going public is great way to clean the cap table to the benefit of employees/founders"  
[X Link](https://x.com/OnlyCFO/status/1713612003124908325)  2023-10-15T17:45Z 26K followers, [----] engagements


"@jasonlk Yep. These grants were after the first VC capital for their Seed round. Would have been a relatively small amount to early exercise But QSBS tax planning and other services were not as talked about back then. Especially is Massachusetts"  
[X Link](https://x.com/OnlyCFO/status/1713994520344576380)  2023-10-16T19:05Z 21.3K followers, [---] engagements


"Find someone more interested in the stuff they will be working on than the title of the role. The people focused on getting an inflated title will likely also focus on empire building (spending too much) vs doing whats best for the company"  
[X Link](https://x.com/OnlyCFO/status/1714086558725472764)  2023-10-17T01:10Z 19.4K followers, 10.5K engagements


"Wondering what ozempic will do to Netflix earnings"  
[X Link](https://x.com/OnlyCFO/status/1714720826254389555)  2023-10-18T19:11Z 19.7K followers, [----] engagements


"Auditors trying to validate a 409A is hilarious Auditor: So why do you think you can grow revenue 100% Me: Because Excel says its true Auditor: Makes sense. Writes Per convo with CFO it seems reasonable"  
[X Link](https://x.com/anyuser/status/1714775604283969809)  2023-10-18T22:48Z 31.3K followers, 12.9K engagements


"An underrated reason for why efficiency is important is that it is can be a leading indicator of revenue growth endurance. Companies that are highly inefficient are brute forcing through bad PMF or a bad GTM engine Efficient companies can maintain growth for longer"  
[X Link](https://x.com/OnlyCFO/status/1715033627170607257)  2023-10-19T15:54Z 19.1K followers, [----] engagements


"Bard is not a good CPA Took [--] CPA tests using answers from Bard and it got an average score of 62% Guess I still need to study to renew my license"  
[X Link](https://x.com/OnlyCFO/status/1715118129423225150)  2023-10-19T21:30Z 21.3K followers, [----] engagements


"@jasonlk Which can be a lot harder then it sounds"  
[X Link](https://x.com/OnlyCFO/status/1715142333908336658)  2023-10-19T23:06Z 20.2K followers, [---] engagements


"Me giving department heads additional budget"  
[X Link](https://x.com/anyuser/status/1715359745559736800)  2023-10-20T13:30Z 31.3K followers, 31K engagements


"VCs trying to add value"  
[X Link](https://x.com/OnlyCFO/status/1716096724438253647)  2023-10-22T14:18Z 19K followers, [----] engagements


"Still a lot to come. More later stage companies that raised a ton in [----] will start shutting down too"  
[X Link](https://x.com/OnlyCFO/status/1716306660543676763)  2023-10-23T04:12Z 19K followers, 19.5K engagements


"Expensify spends the least amount on R&D than any other public software company -- 5% of revenue And it shows. They have been FCF positive for a long time but didn't invest in the product and now revenue is declining and profits are weak"  
[X Link](https://x.com/OnlyCFO/status/1716530785732460877)  2023-10-23T19:03Z 19K followers, 18.6K engagements


"Here is a list you dont want to be on Growth endurance measures how sustainably revenue growth is. If growth endurance is weak then valuations are much lower"  
[X Link](https://x.com/OnlyCFO/status/1717206150699954584)  2023-10-25T15:47Z 19.8K followers, [----] engagements


"@joshsendstweets Yeah the fact that guy (cto) was there for [--] years when he was clearly bad is a problem"  
[X Link](https://x.com/OnlyCFO/status/1717272586961268796)  2023-10-25T20:11Z 19K followers, [---] engagements


"There were warnings that WeWork was doomed. Its been downhill ever since we learned that an umbrella was a threat to the business model And no one really cared about getting in for over [--] days"  
[X Link](https://x.com/OnlyCFO/status/1721736193271046506)  2023-11-07T03:47Z 19.2K followers, [----] engagements


"Can someone explain to me how Expensify will compete with Slack"  
[X Link](https://x.com/OnlyCFO/status/1722000031589527945)  2023-11-07T21:16Z 21.3K followers, 15.1K engagements


"The Expensify demo of their Slack competitor is the funniest thing I have ever seen on an earnings call No one will use this"  
[X Link](https://x.com/OnlyCFO/status/1722016158071824492)  2023-11-07T22:20Z 19.4K followers, 11.5K engagements


"$Bill falls 16% on rumored acquisition of Melio. Apparently investors hated that Bill responds and denies stock jumps to only down 9% Why doesn't the denied rumor erase all losses Investors think they considered something stupid maybe"  
[X Link](https://x.com/OnlyCFO/status/1722646547635298716)  2023-11-09T16:05Z 24.5K followers, 12.5K engagements


"Divvy was acquired by BILL in [----] and has been an amazing acquisition Divvy revenue went from 30% of the total to 35%+ and continues to be a driver for growth for BILL Full article in 🧵"  
[X Link](https://x.com/OnlyCFO/status/1724529786540978547)  2023-11-14T20:48Z 19.7K followers, 26.9K engagements


"200 software IPOs in the past [--] years [----] software companies dreaming of an IPO next year. Should be fine"  
[X Link](https://x.com/anyuser/status/1724881447000084770)  2023-11-15T20:05Z 31.3K followers, 109K engagements


"@BreakingSaaS @BatteryVentures"  
[X Link](https://x.com/OnlyCFO/status/1724888883517882472)  2023-11-15T20:35Z 19.4K followers, [---] engagements


"Its been [--] years since cloud peaked in [----] A total of [--] companies (out of 90) are above their November [----] stock prices"  
[X Link](https://x.com/OnlyCFO/status/1725593956468302021)  2023-11-17T19:17Z 19.7K followers, 15.2K engagements


"I am willing to backfill any of the [---] OpenAI people who are leaving As long as OpenAI can match the comp they were paid but it must be all in cash. Not interested in the equity"  
[X Link](https://x.com/OnlyCFO/status/1726798146393813225)  2023-11-21T03:02Z 19.7K followers, [----] engagements


"Happy 2-year anniversary of the peak of the cloud bubble to all those who celebrate. From a 20x average revenue multiple to a 5.5x revenue multiple today"  
[X Link](https://x.com/OnlyCFO/status/1727025171364798955)  2023-11-21T18:04Z 19.7K followers, 12.2K engagements


"Monday.com is an interesting for many reasons but the one I like is how efficiently is has grown. Gross margins are critical in establishing how profitable a company can become and Monday as the 3rd highest gross margins among public cloud companies. 1/n"  
[X Link](https://x.com/OnlyCFO/status/1727323649110380857)  2023-11-22T13:50Z 19.7K followers, [----] engagements


"High gross margins means little if a company is super inefficient in everything else. Ultimately what matters is how much cash a company can generate for shareholders free cash flow (FCF) There are [--] of the top [--] gross margins companies in the top [--] FCF which makes sense"  
[X Link](https://x.com/OnlyCFO/status/1727323683071681007)  2023-11-22T13:50Z 19.7K followers, [---] engagements


"Rule of [--] Score looks at how a company balances growth & profitability. Rule of [--] = revenue growth rate + FCF margin Monday is #8 with the second highest growth rate which should have a relatively higher value that gross margins Monday has by far the lowest revenue multiple"  
[X Link](https://x.com/OnlyCFO/status/1727323692546572634)  2023-11-22T13:50Z 19.7K followers, [---] engagements


"Think Marc dodged a bullet not hiring this guy. Some OpenAI folks might be a little too arrogant"  
[X Link](https://x.com/OnlyCFO/status/1727330792580518217)  2023-11-22T14:18Z 19.8K followers, 920K engagements


"No matter how smart someone is If they act like this then they will be a net negative to a company"  
[X Link](https://x.com/anyuser/status/1727335488099618891)  2023-11-22T14:37Z 31.3K followers, 49.2K engagements


"@CoorsLightCEO Yeah think it has gotten to their heads a little bit"  
[X Link](https://x.com/anyuser/status/1727338613258825802)  2023-11-22T14:49Z 31.3K followers, 36K engagements


"If Marc offers to speak with you.you say yes"  
[X Link](https://x.com/anyuser/status/1727457240419029260)  2023-11-22T22:41Z 31.3K followers, 22.7K engagements


"Lets be more honest with our CTAs Below is mine. Please subscribe"  
[X Link](https://x.com/OnlyCFO/status/1727466962203345335)  2023-11-22T23:19Z 19.7K followers, [----] engagements


"Friendly reminder that MQLs dont put turkey on the Thanksgiving table. Only closed deals can do that"  
[X Link](https://x.com/anyuser/status/1727469274397282711)  2023-11-22T23:29Z 31.3K followers, 16.4K engagements


"What are some topics to add some spice to Thanksgiving this year"  
[X Link](https://x.com/OnlyCFO/status/1727695804784329061)  2023-11-23T14:29Z 19.7K followers, [----] engagements


"@cjgustafson222 Is its an adjustment to free cash flow Ignored Just the dilution"  
[X Link](https://x.com/OnlyCFO/status/1727698502959112461)  2023-11-23T14:39Z 19.7K followers, [---] engagements


"Im not worried about AI risk to my job AI will try build an Excel model of facts My Excel financial models contain more fiction than a Stephen King novel"  
[X Link](https://x.com/anyuser/status/1728888531823869976)  2023-11-26T21:28Z 31.3K followers, 17.8K engagements


"@buccocapital People think they are doing good and saving the company money but they arent. They eventually find out if they dont know and find another job. They you have to ramp a new person and all the costs associated with that. Over like $10k"  
[X Link](https://x.com/OnlyCFO/status/1729281581817237528)  2023-11-27T23:30Z 19.8K followers, [----] engagements


"There is only one [----] software IPO above its day [--] closing price today. Anyone know which company it is"  
[X Link](https://x.com/OnlyCFO/status/1730293300517859766)  2023-11-30T18:30Z 19.9K followers, 15.2K engagements


"This stock is now up another 13% after hours after beating expectations again"  
[X Link](https://x.com/OnlyCFO/status/1730334297436070036)  2023-11-30T21:13Z 19.8K followers, [----] engagements


"Where does your company categorize customer success management (CSM) costs Bonus points if you comment on why its in a particular bucket"  
[X Link](https://x.com/OnlyCFO/status/1730651961513701801)  2023-12-01T18:15Z 19.9K followers, 13.5K engagements


"@TeddyNwachuku Why COGS though"  
[X Link](https://x.com/OnlyCFO/status/1730657611576734002)  2023-12-01T18:38Z 19.8K followers, [---] engagements


"@RobertMSterling @sweatystartup You should outsource that to the Philippines and you will be rolling in profit"  
[X Link](https://x.com/OnlyCFO/status/1730662946634965102)  2023-12-01T18:59Z 19.8K followers, [---] engagements


"IPO performance by year [----] and [----] were painful QQQ significantly outperformed"  
[X Link](https://x.com/OnlyCFO/status/1731690105222418725)  2023-12-04T15:01Z 20.1K followers, [----] engagements


"@BreakingSaaS @GlogauGordon How does one get on their exclusive list"  
[X Link](https://x.com/OnlyCFO/status/1731690779783876618)  2023-12-04T15:03Z 19.9K followers, [---] engagements


"The main thing is to keep the main thing the main thing. Stephen Covey Good reminder for those getting lost in metrics to remember what the main thing is"  
[X Link](https://x.com/OnlyCFO/status/1731759035496665100)  2023-12-04T19:35Z 19.9K followers, [----] engagements


"Company 1: 974% growth since [----] IPO with 30% FCF margins and $4.6B in ARR today Company 2: 668% growth since [----] IPO with 9% FCF margins and $5.9 in ARR today Both look amazing But one is valued at $26B and the other at $8B One stock is up 338% and the other is up 13%"  
[X Link](https://x.com/OnlyCFO/status/1732791859028910563)  2023-12-07T15:59Z 19.9K followers, [----] engagements


"The growth path matters a lot. Future revenue growth and continued growth endurance is critical. Zooms valuation today was hurt by it huge COVID pull forward"  
[X Link](https://x.com/OnlyCFO/status/1732792279025525103)  2023-12-07T16:00Z 19.9K followers, [---] engagements


"Guaranteed this guy wouldnt have gotten to the top by jumping around every couple of years. Tech folks think they will be better off continually jumping to the next title/pay bump. Find a great boss and a good company and stick around"  
[X Link](https://x.com/anyuser/status/1733511665944309929)  2023-12-09T15:39Z 31.3K followers, 21.9K engagements


"@laurenbalik I am trying to do that and have several of those articles but I do obviously come from finance so not sure where I might not be spending enough time for non-finance folks to understand better"  
[X Link](https://x.com/OnlyCFO/status/1733946548554489980)  2023-12-10T20:27Z 20.1K followers, [----] engagements


"Any topic suggestions for a future newsletter Any public company with interesting accounting/finance things that I should do a deep-dive on"  
[X Link](https://x.com/OnlyCFO/status/1733954883118845995)  2023-12-10T21:00Z 20.2K followers, [----] engagements


"@daveuppal Anything specific on PS Thinking how much is too high for SaaS benchmarks economics of PS or something else"  
[X Link](https://x.com/OnlyCFO/status/1733979582154637342)  2023-12-10T22:38Z 20K followers, [--] engagements


"CFOs reviewing [----] results vs plan"  
[X Link](https://x.com/OnlyCFO/status/1734638239053402155)  2023-12-12T18:15Z 20.1K followers, [----] engagements


"After a short-report saying this company was poised to collapse its stock has since gained 2118% and is one of the largest cloud companies in the world. What did these short-sellers get wrong"  
[X Link](https://x.com/OnlyCFO/status/1734981173347242110)  2023-12-13T16:58Z 20.1K followers, [----] engagements


"People use to think software companies were all about innovation. Turns out we are more about distribution. The average public cloud company spends 161% more on S&M than R&D"  
[X Link](https://x.com/anyuser/status/1735064556513419564)  2023-12-13T22:30Z 31.3K followers, 28.5K engagements


"Not many companies spend less on S&M than R&D Best product doesn't always win"  
[X Link](https://x.com/OnlyCFO/status/1735398880450314531)  2023-12-14T20:38Z 20.3K followers, 15.1K engagements


"I generally disagree with the below. "For early churns: in general if a customer churns before they are up for renewal they should count as churned in the ARR funnel at time of churn rather than at renewal date." CS usually thinks they can save the customer and if there is enough time on the contract maybe they can. It creates too much judgement to recognize churn on notice date. Also if multi-year or multiple billings remain then it creates an issue between ARR and billings"  
[X Link](https://x.com/OnlyCFO/status/1736822756099109077)  2023-12-18T18:56Z 20.2K followers, 13K engagements


"The highest revenue multiple companies spend 1.6x on S&M than R&D But the more spent on S&M isnt better🧵"  
[X Link](https://x.com/anyuser/status/1737164229126599083)  2023-12-19T17:33Z 31.3K followers, 42.7K engagements


"@galacticbarrier For sure. Thats why I gave a few views of it. But revenue growth should be a major driver of higher S&M spend But there are lots of companies with relatively high S&M with very slow growth as well"  
[X Link](https://x.com/OnlyCFO/status/1737436459945414843)  2023-12-20T11:35Z 20.2K followers, [--] engagements


"All I want for Christmas is a software IPO every week for the next [--] years"  
[X Link](https://x.com/anyuser/status/1738977670514524470)  2023-12-24T17:39Z 31.3K followers, 35.7K engagements


"Proper sales capacity planning is critical for all companies especially those with big targets and want to remain efficient. I just added a sales capacity planning model to my templates. Full model in 🧵"  
[X Link](https://x.com/anyuser/status/1739764750182154251)  2023-12-26T21:46Z 31.3K followers, 83.2K engagements


"I removed the paywall off my templates for the next week. And I just added a sales capacity planning model Check them all out and let me know what templates I should add next Proper sales capacity planning is critical for all companies especially those with big targets and want to remain efficient. I just added a sales capacity planning model to my templates. Full model in 🧵 https://t.co/f9Vs9SYL7n Proper sales capacity planning is critical for all companies especially those with big targets and want to remain efficient. I just added a sales capacity planning model to my templates. Full"  
[X Link](https://x.com/anyuser/status/1739776104460898413)  2023-12-26T22:32Z 31.3K followers, 61.6K engagements


"@adoseofjohn You can build anything you want in Excel :) Got to make sure its based on reality and the right leading indicators"  
[X Link](https://x.com/OnlyCFO/status/1739777985266524565)  2023-12-26T22:39Z 21.3K followers, [----] engagements


"Accounting template are also free for the rest of [----] Link here:"  
[X Link](https://x.com/OnlyCFO/status/1739786685062451367)  2023-12-26T23:14Z 19.4K followers, [----] engagements


"I removed the paywall to my accounting templates for the next week. Hopefully these will get you started or improve current processes. What other templates do you want to see See 🧵 for templates"  
[X Link](https://x.com/anyuser/status/1740014618775593466)  2023-12-27T14:19Z 31.3K followers, 52.1K engagements


"Revenue growth and reacceleration is on most software companies minds for [----] If companies revert to their [----] habits then things will likely go poorly"  
[X Link](https://x.com/anyuser/status/1740036269697290550)  2023-12-27T15:45Z [--] followers, [----] engagements


"Jason suggested that we bring back SPACs to help all of these companies that need to go public We may be nearing the peak here folks SPACs didnt go that well before"  
[X Link](https://x.com/anyuser/status/1740159323848966294)  2023-12-27T23:54Z [--] followers, [----] engagements


"The new tax rule (Section 174) is causing lots of issues for software companies. R&D can now only offset revenue over [--] - [--] years. This is creating huge cash flow problems for many companies. In the example below of an early stage company they owe almost $200k more in taxes"  
[X Link](https://x.com/anyuser/status/1740373529911251132)  2023-12-28T14:05Z 31.3K followers, 36.9K engagements


"@dalibali2 @Investor_NICK_ This is for tax purposes tho. Agreed on GAAP capitalization. Its an issue just with cash flow timing as it accelerates taxes since you can only deduct r&d over 5-15 years"  
[X Link](https://x.com/OnlyCFO/status/1740497330787532970)  2023-12-28T22:17Z 21.4K followers, [---] engagements


"The new year is a popular time for companies to hire finance folks. -audits need to be done -budgets open -many companies dreaming of going public in the next [--] months Drop open roles in the comments 👇 and Ill feature them in my next newsletter to 15k people"  
[X Link](https://x.com/OnlyCFO/status/1742201924492107974)  2024-01-02T15:11Z 21.3K followers, [----] engagements


"Many companies that took larger liquidation preferences and/or participating will regret not just taking a larger down round. If its the only option then take it but large liquidation preferences or other structure limit positive exits for founders/employees"  
[X Link](https://x.com/OnlyCFO/status/1742219234325975289)  2024-01-02T16:20Z 29.1K followers, [----] engagements


"Airtable is acquiring Airplane and is shutting it down acquihire Airplane raised $40M+ through Series B"  
[X Link](https://x.com/OnlyCFO/status/1742696973948608660)  2024-01-03T23:58Z 21.3K followers, 22.1K engagements


"While seed and series A shutdowns have been somewhat common Series B will pick up as many will start to run out of money this year. Acquihires is a somewhat graceful exit but little (if any) money for employees"  
[X Link](https://x.com/anyuser/status/1742698504643043427)  2024-01-04T00:04Z [--] followers, [----] engagements


"Some thoughts on Airtables acquisition of Airplane. One indirect consequence of the startup failures will be a rise in hesitation to buy from startups. Startups will have to adapt and further de-risk the buying decision"  
[X Link](https://x.com/anyuser/status/1743047708607414627)  2024-01-04T23:12Z [--] followers, 50.8K engagements


"Also many saying that Airplane was running out of cash. This is definitely not true. They had between 20-25 employees since their Series B just [---] years ago. They likely had lots of cash in the bank still but growth expectations fell dramatically short so they thought this was a graceful exit. Some thoughts on Airtables acquisition of Airplane. One indirect consequence of the startup failures will be a rise in hesitation to buy from startups. Startups will have to adapt and further de-risk the buying decision. https://t.co/5qAqjWuZIv Some thoughts on Airtables acquisition of Airplane. One"  
[X Link](https://x.com/anyuser/status/1743077510420852778)  2024-01-05T01:10Z [--] followers, 14.8K engagements


"Seen a few posts on LinkedIn of people announcing recruiter openings They immediately blow up and get hundreds (thousands) of Likes and Comments Obviously been tough for recruiters. Company also gets some free advertising"  
[X Link](https://x.com/OnlyCFO/status/1743300270556348552)  2024-01-05T15:55Z 21.3K followers, [----] engagements


"What have people seen work best for sales comp plans in a usage based pricing model What should be avoided"  
[X Link](https://x.com/OnlyCFO/status/1743369657200070721)  2024-01-05T20:31Z 21.3K followers, [----] engagements


"@joshsendstweets You are predicting usage of first year Then what happens after year [--] Does they get comped again after one year based on run rate (for expansion) Do you clawback if usage is lower than predicted"  
[X Link](https://x.com/OnlyCFO/status/1743373275169013978)  2024-01-05T20:45Z 19.7K followers, [---] engagements


"@cailen So AEs only own accounts for [--] months No credit given for expansions after [--] months I think snowflake reps keep accounts forever Datadog is like a year etc"  
[X Link](https://x.com/OnlyCFO/status/1743397902771515819)  2024-01-05T22:23Z 21.3K followers, [---] engagements


"Rep attainment in [----] will be interesting. Many companies will try to reaccelerate (either cuz they have to or eager to get back to growth). Many will over rotate again. Reps should be cautious joining a company hiring aggressively without the right leading indicators"  
[X Link](https://x.com/anyuser/status/1743490616385028595)  2024-01-06T04:32Z [--] followers, [----] engagements


"Many companies HAVE to reaccelerate cuz [----] is their last year to show strong growth to attract more VC money If they cant grow sufficiently then they are unfundable and therefore dead. If they cant be worth more than the pref stack then its not worth it Go big or go home"  
[X Link](https://x.com/OnlyCFO/status/1743491426615476518)  2024-01-06T04:35Z 19.7K followers, [----] engagements


"@convequity It definitely sticks out from a metric standpoint. As you point out the big question is how strong its growth endurance will be"  
[X Link](https://x.com/anyuser/status/1744068015908634811)  2024-01-07T18:46Z [--] followers, [----] engagements


"@iquitsoda @cjgustafson222 @Kellblog In theory its a perfect metric. But also complete trash for most uses"  
[X Link](https://x.com/OnlyCFO/status/1745216113305440659)  2024-01-10T22:48Z 21.3K followers, [--] engagements


"Excited to see another epic Twitter battle in B2B software. [----] is starting off great More fun with charts - you can basically make any chart you want look great. Important to make sure you have all the context tho and its an apples-to-apples comparison @zebulgar you need to compare card spend to card spend and all money movement (all payment types) to all money movement you can't just compare Brex card to Ramp all money movement apples to apples it looks more like this https://t.co/xpbRD7mnWd @zebulgar you need to compare card spend to card spend and all money movement (all payment types)"  
[X Link](https://x.com/OnlyCFO/status/1745529900386410767)  2024-01-11T19:35Z 19.9K followers, [----] engagements


"@Austen Real reason is likely LIFOlast in first out Cloudflare is sticking with the proven top reps. Unfortunate for those impacted but it happens when a company downsizes HR rationale obviously could have been better"  
[X Link](https://x.com/anyuser/status/1745662543740416092)  2024-01-12T04:22Z 31.3K followers, 178.7K engagements


"The angry work email The social media employer bashing Quitting on bad terms Are all never worth it"  
[X Link](https://x.com/OnlyCFO/status/1745674999288246646)  2024-01-12T05:12Z 19.1K followers, [----] engagements


"Reaccelerating revenue growth is on almost every software companys mind. For many VC-backed companies [----] is a grow or die moment. The CRO and CFO relationship needs to be really strong right now and hard conversations need to be had"  
[X Link](https://x.com/OnlyCFO/status/1746166587210731826)  2024-01-13T13:45Z 19.7K followers, [----] engagements


"2024 B2B software drama is unmatched and we are just [--] weeks in: -Cage match fight with Carta CEO (L for Carta) -Charting battle between Ramp and Brex (L for Ramp) -Cloudflares performance firing scandal (big L for Cloudflare) Who is next"  
[X Link](https://x.com/OnlyCFO/status/1746198126447525917)  2024-01-13T15:50Z 21.3K followers, [----] engagements


"2024 B2B software drama is unmatched and we are just [--] weeks in: -Cage match fight with Carta CEO -Charting battle between Ramp and Brex -Cloudflares performance firing scandal"  
[X Link](https://x.com/anyuser/status/1746200857237180799)  2024-01-13T16:01Z [--] followers, 11.4K engagements


"The DunningKruger effect is a cognitive bias in which people with limited competence in a particular domain overestimate their abilities. In other words.Chamath"  
[X Link](https://x.com/OnlyCFO/status/1746943781243425182)  2024-01-15T17:13Z 19.4K followers, [----] engagements


"Percentage of sales reps hitting quota over last [--] years. At least we havent been declining over the past couple quarters"  
[X Link](https://x.com/OnlyCFO/status/1747597068171153440)  2024-01-17T12:29Z 21.3K followers, [----] engagements


"Deep dive into creating commission plans. Below are all the topics I covered. Would love to hear feedback or things people do differently. See 🧵for full post"  
[X Link](https://x.com/anyuser/status/1747810903876419632)  2024-01-18T02:39Z 31.3K followers, 32.4K engagements


"Sunday Trivia: What public cloud company had 30% gross margins a couple of years before its IPO Pretty amazing to see where it is now Writing a post on this company for this week"  
[X Link](https://x.com/OnlyCFO/status/1749129773257797881)  2024-01-21T18:00Z 21.3K followers, [----] engagements


"Crowdstrike has the highest Rule of X score of any public software company. But they also had 30% gross margins a couple of years before the IPO 🤯 They went from seemingly very inefficient to one of the most efficient high growth companies ever"  
[X Link](https://x.com/OnlyCFO/status/1749504431186669878)  2024-01-22T18:48Z 21.8K followers, [----] engagements


"Crowdstrike had 36% gross margins in [----] (and I am told 30% in years earlier) In the fastest gross margin expansion I have seen they went from 36% to 69% in [--] years See 🧵 for how they did this"  
[X Link](https://x.com/OnlyCFO/status/1749582629618294894)  2024-01-22T23:59Z 24.6K followers, 18.6K engagements


"More true today than ever You either die a point solution or you live long enough to become a platform. @kwharrison13"  
[X Link](https://x.com/anyuser/status/1749849615074250969)  2024-01-23T17:40Z [--] followers, [----] engagements


"New post: Warning Signs of a Layoff"  
[X Link](https://x.com/OnlyCFO/status/1751603997193224236)  2024-01-28T13:51Z 21.3K followers, [----] engagements


"Warning signs a layoff is coming: [--]. Missed and continued slow revenue expectations [--]. Bad unit economics [--]. Hiring/spend freezes [--]. Projects and decisions put on hold See 🧵for more"  
[X Link](https://x.com/anyuser/status/1751615724823744967)  2024-01-28T14:38Z [--] followers, 23.9K engagements


"The beauty of high growth software is that it can be very forgiving for inefficient spend but when revenue growth is slow and expected to continue to be slow that inefficient spend becomes very blatant and concerning. If growth is OK then freezes usually are sufficient"  
[X Link](https://x.com/OnlyCFO/status/1751616195147768081)  2024-01-28T14:40Z 19.9K followers, [----] engagements


"@thebeautyofsaas @BowTiedCocoon @thedealdirector Wow. Appreciate that"  
[X Link](https://x.com/OnlyCFO/status/1751654924306338140)  2024-01-28T17:14Z 21.3K followers, [--] engagements


"Title inflation leads to budget inflation and waste. They dont know what they are doing so they solve everything by spending more money"  
[X Link](https://x.com/OnlyCFO/status/1752348095726444889)  2024-01-30T15:08Z 21.3K followers, [----] engagements


"The opposite case also exists They dont know how or where to allocate capital so they spend nothing and cause revenue growth or product issues"  
[X Link](https://x.com/OnlyCFO/status/1752349509764653167)  2024-01-30T15:14Z 21.3K followers, [---] engagements


"Peloton is similar to GoPro Hyped hardware trying to spin it has a durable subscription model. Should have learned our lesson"  
[X Link](https://x.com/OnlyCFO/status/1753268757789901273)  2024-02-02T04:07Z 21.3K followers, [----] engagements


"Me after negotiating a 5% discount on the Salesforce bill"  
[X Link](https://x.com/OnlyCFO/status/1753487843635392643)  2024-02-02T18:37Z 21.5K followers, [----] engagements


"A common breakdown of expenses I have seen is: [--] 60-70% headcount [--] [--] -20% software/infra [--] Remaining is the other stuff like rent insurance travel etc SaaS spend report Spend on software represents 14% of a companys expenses an increase of 18% in the last [--] months https://t.co/Utd2KUhGc5 SaaS spend report Spend on software represents 14% of a companys expenses an increase of 18% in the last [--] months https://t.co/Utd2KUhGc5"  
[X Link](https://x.com/OnlyCFO/status/1753798062269686076)  2024-02-03T15:10Z 21.4K followers, [----] engagements


"@lennysan Congrats Lenny There may be some simple finance folks in there too :)"  
[X Link](https://x.com/OnlyCFO/status/1753808208857387426)  2024-02-03T15:50Z 21.4K followers, [---] engagements


"While a margin increase has a linear impact on value a growth rate increase can have a compounding impact on value. @bdeeter (I think) Growth is still the most important thing for VC-backed companies. Efficiency is important but more companies will die from small rev growth"  
[X Link](https://x.com/OnlyCFO/status/1753847762838598106)  2024-02-03T18:27Z 21.4K followers, [----] engagements


"@TurnerNovak Is this in an Apple Vision Pro I assume thats how board games are now played"  
[X Link](https://x.com/OnlyCFO/status/1753948702623048064)  2024-02-04T01:08Z 21.4K followers, [---] engagements


"Its happening The finance guy got on a video call with several people including his CFO and they were all deepfakes 🤯"  
[X Link](https://x.com/OnlyCFO/status/1754128362753405334)  2024-02-04T13:02Z 21.4K followers, 17.7K engagements


"Every video of someone doing something stupid with the Apple Vision Pro is a guy Not sure what this means"  
[X Link](https://x.com/OnlyCFO/status/1754149142304264589)  2024-02-04T14:25Z 21.4K followers, [----] engagements


"New post: Lessons from one of the least sexy software companies. While not very well known they have some of the best financial metrics amongst public cloud companies"  
[X Link](https://x.com/OnlyCFO/status/1755236470091350039)  2024-02-07T14:25Z 21.4K followers, [----] engagements


"Where do US companies hire international engineer talent when they are time zone sensitive Where have people seen the most success"  
[X Link](https://x.com/OnlyCFO/status/1755334734476136738)  2024-02-07T20:56Z 21.5K followers, [----] engagements


"Every CFOs worst nightmare. A typo caused shares to surge by 60% before the CFO corrected it. Someone will get blamed but it would have had been reviewed by lots of people and they all missed it"  
[X Link](https://x.com/anyuser/status/1757539119763493099)  2024-02-13T22:55Z 31.3K followers, 14.6K engagements


"Income statement topics are trending. Its obvious people Give the Valentines gift that everyone wants New Post: If you are looking for a gift to share for valentines Consider the gift of accounting knowledge. Everyone should learn to read income statements. ❤ https://t.co/HeSHjZgq2t New Post: If you are looking for a gift to share for valentines Consider the gift of accounting knowledge. Everyone should learn to read income statements. ❤ https://t.co/HeSHjZgq2t"  
[X Link](https://x.com/OnlyCFO/status/1757766552160698868)  2024-02-14T13:59Z 22.3K followers, [----] engagements


"Tech nerds staying silent as long as possible (5 min) before casually bringing up how generative AI will CHANGE EVERYTHING"  
[X Link](https://x.com/OnlyCFO/status/1758731139773243656)  2024-02-17T05:52Z 21.5K followers, [----] engagements


"Sora: Make a video of the best software tool in the world"  
[X Link](https://x.com/OnlyCFO/status/1758856004505317381)  2024-02-17T14:08Z 21.5K followers, 12.7K engagements


"@Kellblog Its probably 1) frequency of tweeting and 2) whether its related to their business"  
[X Link](https://x.com/OnlyCFO/status/1759253536116724111)  2024-02-18T16:28Z 21.5K followers, [---] engagements


"Left: B2B Software founder Right: Guy that bought random .ai domain"  
[X Link](https://x.com/OnlyCFO/status/1759430880106627107)  2024-02-19T04:13Z 25.9K followers, [----] engagements


"Heard a founder saying he doesnt like to get on sales calls because it might make his company look small That company is not going to make it The best CEOs find the time to constantly talk to prospects and customers"  
[X Link](https://x.com/anyuser/status/1759760542259175807)  2024-02-20T02:03Z 31.3K followers, 15.4K engagements


"The warning signs a layoff is coming The other major red flags in 🧵"  
[X Link](https://x.com/OnlyCFO/status/1760513577151340933)  2024-02-22T03:55Z 21.7K followers, [----] engagements


"Bears forecasting the next market crash"  
[X Link](https://x.com/OnlyCFO/status/1760710892260610436)  2024-02-22T16:59Z 21.7K followers, [----] engagements


"Think the Reddit crowd prefers stock options that expire in [--] days"  
[X Link](https://x.com/OnlyCFO/status/1760888925168787686)  2024-02-23T04:46Z 21.7K followers, [----] engagements


"All the finance nerds preparing their Reddit deep-dive"  
[X Link](https://x.com/OnlyCFO/status/1761054741239611758)  2024-02-23T15:45Z 21.7K followers, [----] engagements


"This is how Google dies Gemini is going to self destruct after it sees what people are posting on Reddit"  
[X Link](https://x.com/OnlyCFO/status/1761122887808000179)  2024-02-23T20:16Z 21.7K followers, [----] engagements


"Tomorrows edition is a deep-dive on Reddits S-1 IPO process Reddits financials Benchmarking to comps Interesting learnings My thoughts Yes I am a loser who has been waiting for next tech S-1 to drop. Sign up"  
[X Link](https://x.com/OnlyCFO/status/1761506139571884128)  2024-02-24T21:39Z 21.7K followers, [----] engagements


"@kouroshshafi There are betterbut when its been the only tech one in a long time you get desperate :)"  
[X Link](https://x.com/OnlyCFO/status/1761555495645811019)  2024-02-25T00:55Z 21.7K followers, [---] engagements


"Reddit is expected to IPO next month People like me with no friends have been reading its S-1 Check out below for some interesting insights benchmarks and my thoughts on the IPO"  
[X Link](https://x.com/OnlyCFO/status/1761843211012846044)  2024-02-25T19:58Z 21.7K followers, [----] engagements


"For every dollar the company pays to white male employees it will donate an additional [--] cents to charity Expensify in [----] For some reason it seems like they stopped this"  
[X Link](https://x.com/OnlyCFO/status/1761890338850144429)  2024-02-25T23:06Z 21.7K followers, 17.7K engagements


"When should the Reddit users who buy IPO shares sell"  
[X Link](https://x.com/OnlyCFO/status/1761966603493851601)  2024-02-26T04:09Z 21.7K followers, [----] engagements


"@matthewroche HashiCorp had 29% growth so calc is [--] * 29% = 58% 58% - 6% (FCF margin) = 52% Right Maybe I am missing what you are looking at"  
[X Link](https://x.com/OnlyCFO/status/1761988139596624367)  2024-02-26T05:34Z 21.7K followers, [--] engagements


"Reddit S-1 breakdown: -Reddit will IPO in March -The financial metrics are bottom quartile. Its Rule of X score of [--] is middle of the pack when compared with software companies -Revenue growth is decent at 21% but has quickly slowed and they are still losing lots of money -While gross margins are high Reddits ability to turn significant profit margins seem unlikely given the amount of time they have had (almost [--] yr old company) and the slower growth. -The only thing that can fix both Reddits declining revenue growth and profitability issues is the new revenue channel of data licensing to"  
[X Link](https://x.com/OnlyCFO/status/1762116224123887825)  2024-02-26T14:03Z 24.5K followers, [----] engagements


"@Kellblog Give me as much of these liabilities as possible"  
[X Link](https://x.com/OnlyCFO/status/1762589827474899371)  2024-02-27T21:25Z 21.8K followers, [---] engagements


"@Kellblog *as long as I get paid"  
[X Link](https://x.com/OnlyCFO/status/1762589927907463443)  2024-02-27T21:26Z 21.8K followers, [---] engagements


"I feel really cool and smart when I talk about SaaS metrics. But I was recently talking to a CFO in manufacturing about everything he has to think about. So much harder and complicated for my simple mind"  
[X Link](https://x.com/OnlyCFO/status/1762654743347007886)  2024-02-28T01:43Z 21.8K followers, [----] engagements


"Me after remembering I have Bitcoin that is now worth $815"  
[X Link](https://x.com/OnlyCFO/status/1762863782962074028)  2024-02-28T15:34Z 21.8K followers, [----] engagements


"Left: Adjusted EBITDA Right: Free Cash Flow"  
[X Link](https://x.com/OnlyCFO/status/1762926162114736626)  2024-02-28T19:42Z 21.8K followers, [----] engagements


"The Man The Myth The Legend"  
[X Link](https://x.com/OnlyCFO/status/1762950716950462970)  2024-02-28T21:19Z 21.8K followers, 11K engagements


"$100M equity package for new Snowflake CEO Reddit CEO almost got double that tho"  
[X Link](https://x.com/OnlyCFO/status/1762981920273772657)  2024-02-28T23:23Z 21.8K followers, [----] engagements


"Do you know how to read and interpret a balance sheet A strong well-managed balance sheet is a strategic advantage. All leaders should understand the basics"  
[X Link](https://x.com/OnlyCFO/status/1763220671424086283)  2024-02-29T15:12Z 21.8K followers, [----] engagements


"How the balance sheet works The balance sheet must balance. The income statement is part of the balance sheet"  
[X Link](https://x.com/OnlyCFO/status/1763239250160754805)  2024-02-29T16:26Z 24.5K followers, [----] engagements


"Lots of interest already for the OnlyCFO community So what is it -An email group for software company leaders where anyone can ask questions to the community of other leaders. -I will moderate all messages to make digests of questions and responses so there is no spam -for just $15/month you can ask Fabio any finance question you want See 🧵"  
[X Link](https://x.com/OnlyCFO/status/1763637448519921810)  2024-03-01T18:48Z 21.8K followers, [----] engagements


"Full benefits -Ask questions directly to me -Ask questions to the community of other finance leaders -Templates and resources to run finance departments -Relevant industry updates and changes that you need to know about -Post finance/accounting jobs and hear about opportunities -In the future will include benchmarks and surveys of other finance leaders"  
[X Link](https://x.com/OnlyCFO/status/1763637850317431215)  2024-03-01T18:50Z 21.8K followers, [---] engagements


"A discounted cash flow (DCF) is like the LTV:CAC ratio. In theory they are both perfect measures But the assumptions are almost always wildly wrong over a longer period of time"  
[X Link](https://x.com/OnlyCFO/status/1763998758478512443)  2024-03-02T18:44Z 21.8K followers, 21.9K engagements

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